← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1276	OIS Okabena Investment Services Minneapolis, Minnesota	$213K	$0	1	0.11%	Maintained
1277	RB Rodgers Brothers Harmony, Pennsylvania	$212K	+$220K	1	0.04%	New
1278	FEM Fulcrum Equity Management Plano, Texas	$211K	+$5.38K	1	0.08%	Increased
1279	IFG Advisory Atlanta, Georgia	$211K	-$63.4K	1	0.02%	Reduced
1280	OAM Occidental Asset Management Burlingame, California	$211K	+$219K	1	0.05%	New
1281	PC Prairiewood Capital Fargo, North Dakota	$210K	$0	1	0.17%	Maintained
1282	WSC Wellington Shields & Co New York	$210K	-$1.19K	1	0.07%	Reduced
1283	CreativeOne Wealth Overland Park, Kansas	$209K	-$47.5K	1	0.01%	Reduced
1284	EBA Eagle Bay Advisors New York	$208K	+$89.9K	4	0.12%	Increased
1285	VWA V Wealth Advisors Overland Park, Kansas	$208K	+$216K	1	0.03%	New
1286	EN1L Engine No 1 LLC San Francisco, California	$207K	+$215K	1	0.05%	New
1287	JWCA J.W. Cole Advisors Tampa, Florida	$206K	+$14.5K	1	0.01%	Increased
1288	Tocqueville Asset Management New York	$205K	$0	1	0%	Maintained
1289	CCT Country Club Trust Kansas City, Missouri	$204K	$0	1	0.02%	Maintained
1290	BFIM Beese Fulmer Investment Management Canton, Ohio	$203K	$0	1	0.02%	Maintained
1291	PDM Penn Davis McFarland Dallas, Texas	$203K	$0	1	0.04%	Maintained
1292	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$203K	$0	1	0.24%	Maintained
1293	FHA Flagship Harbor Advisors Boston, Massachusetts	$202K	$0	1	0.02%	Maintained
1294	NorthRock Partners Minneapolis, Minnesota	$202K	+$210K	1	0.02%	New
1295	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$201K	-$178K	3	0.05%	Reduced
1296	LIM Longfellow Investment Management Boston, Massachusetts	$200K	$0	2	0.03%	Maintained
1297	Smithfield Trust Pittsburgh, Pennsylvania	$197K	$0	6	0.01%	Maintained
1298	LOAMU Lombard Odier Asset Management (USA) New York	$195K	+$18.7K	1	0.01%	Increased
1299	SCM Symons Capital Management Pittsburgh, Pennsylvania	$194K	+$230K	1	0.12%	New
1300	Stratos Wealth Partners Beachwood, Ohio	$192K	+$23.4K	1	0%	Increased